See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,428 | $209,411-87.4% | $178,490-85.2% | $158,922-83.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.12% | 188.75%-161.6pp | 151.07%-124.0pp | 302.83%-275.7pp |
| Employer contribution / active EE | $2,143 | $5,706-62.5% | $5,011-57.2% | $4,761-55.0% |
| Participant deferral / active EE | $6,842 | $5,954+14.9% | $5,202+31.5% | $5,982+14.4% |
| Admin fee / account holder | $150 | $17,074-99.1% | $13,984-98.9% | $11,246-98.7% |